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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK USA Service code 15 · EIN 01-0233346 | Recordkeeping | $1,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,422 | $55,446-54.2% | $155,574-83.7% | $74,429-65.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 10.12% | 269.20%-259.1pp | 64.87%-54.7pp | 1368.38%-1358.3pp |
| Employer contribution / active EE | $2,250 | $2,266-0.7% | $4,676-51.9% | $2,625-14.3% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $9 | $1,743-99.5% | $15,914-99.9% | $1,944-99.5% |